| As of Date | 05/11/2026 |
| Registration | SEC, Approved, 02/15/2006 |
| ADV Location | SHELTON, CT, United States |
| Contact Info | 203 xxxxxxx |
| Websites |
| AUM* | 74,119,261 21% |
| of that, discretionary | 71,760,489 23% |
| Number of Employees | 23 28% |
| of those in investment advisory functions | 10 43% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,001,612 44% |
| % High Net Worth | 36.36% 55% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds